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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,811 | $70,418-88.9% | $96,570-91.9% | $85,847-90.9% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 2.39% | 18.59%-16.2pp | 37.79%-35.4pp | 318.61%-316.2pp |
| Employer contribution / active EE | $1,885 | $1,413+33.4% | $2,357-20.0% | $2,565-26.5% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,849-100.0% | $3,952-100.0% |
| Admin fee / account holder | $589 | $4,995-88.2% | $6,182-90.5% | $6,261-90.6% |